PKS Advisory Services’s Fidelity Quality Factor ETF FQAL Stock Holding History

PKS Advisory Services’s Portfolio FQAL Stock Details FQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	20,851 +276	+1%	+$21.8K	0.27%	71
2026 Q1	$1.49M	Buy	20,575 +559	+3%	+$42.3K	0.35%	56
2025 Q4	$1.51M	Buy	20,016 +28	+0.1%	+$2.1K	0.35%	61
2025 Q3	$1.49M	Buy	19,988 +9	+0%	+$649	0.31%	58
2025 Q2	$1.39M	Buy	19,979 +977	+5%	+$63.8K	0.34%	58
2025 Q1	$1.22M	Sell	19,002 -653	-3%	-$43.4K	0.33%	60
2024 Q4	$1.29M	Buy	+19,655	New	+$1.31M	0.32%	52

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RWM

Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

PKS Advisory Services's FQAL Position: Q2 2026 in Review

PKS Advisory Services increased its Fidelity Quality Factor ETF (FQAL) stake by 1.3% in Q2 2026, buying an estimated $21.8K and bringing the position to 20,851 shares worth $1.7M. The position accounts for 0.27% of the portfolio, ranked #71.

PKS Advisory Services first reported a position in FQAL in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

PKS Advisory Services held 20,851 shares of Fidelity Quality Factor ETF worth $1.7M as of Q2 2026.
PKS Advisory Services bought 276 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $21.8K.
Fidelity Quality Factor ETF made up 0.27% of PKS Advisory Services's portfolio in Q2 2026, its #71 holding.
PKS Advisory Services first reported a position in Fidelity Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.